TSE:6857
TSE:6857Semiconductor

Is Advantest (TSE:6857) Quietly Repositioning Its Test Platform for the AI Packaging Era?

In December 2025, Advantest and Tokyo Seimitsu announced a collaboration to co-develop a die-level prober for testing advanced AI and high-performance computing devices using complex 2.5D/3D packaging, while Advantest also introduced its T2000 AiR2X next-generation air-cooled test system and later held a board meeting to approve treasury stock disposal for post-issued restricted stock units. This combination of a focused AI/HPC testing partnership and an expanded, more flexible SoC test...
TSE:8986
TSE:8986Residential REITs

Revisiting Daiwa Securities Living Investment (TSE:8986)’s Valuation After Upgraded 2026 Earnings and Distribution Forecasts

Daiwa Securities Living Investment (TSE:8986) just lifted its March 2026 earnings and distribution forecasts, citing stronger than expected gains from property sales, portfolio reshuffling, and new rental housing acquisitions. See our latest analysis for Daiwa Securities Living Investment. The upbeat revision comes on top of an already solid run, with a year to date share price return of 27.19 percent and a 1 year total shareholder return of 36.41 percent. This suggests momentum is still...
TSE:8957
TSE:8957Office REITs

How Investors May Respond To Tokyu REIT (TSE:8957) Extending Debt Maturities And Reducing Leverage

Earlier this year, Tokyu REIT secured a new ¥3,000,000,000 floating-rate, seven-year unsecured loan and used it alongside cash on hand to repay a ¥3,500,000,000 maturing facility, trimming interest-bearing debt by ¥500,000,000 and pushing out its repayment schedule. This refinancing not only lowers financial leverage but also lengthens the debt maturity profile, which can support more resilient funding and risk management for unitholders over the medium term. We’ll now examine how Tokyu...
TSE:4502
TSE:4502Pharmaceuticals

Takeda (TSE:4502) Valuation After Positive Phase 3 Zasocitinib Data Boosts Dermatology Pipeline Potential

Takeda Pharmaceutical (TSE:4502) just delivered encouraging Phase 3 data for its TYK2 inhibitor zasocitinib in moderate to severe plaque psoriasis, and the market is reassessing what this pipeline asset could mean for future growth. See our latest analysis for Takeda Pharmaceutical. Investors seem to be warming back up to Takeda, with the latest TYK2 data arriving after a strong year to date 16.6 percent share price return and a 1 year total shareholder return of 22.7 percent. This suggests...
TSE:3226
TSE:3226Residential REITs

Mitsui Fudosan Accommodations Fund (TSE:3226) Valuation After Upgraded 2026 Earnings and Dividend Outlook

Mitsui Fudosan Accommodations Fund (TSE:3226) just nudged expectations higher, lifting both earnings and distributions for the March to August 2026 period after baking in recent property deals and financing moves. See our latest analysis for Mitsui Fudosan Accommodations Fund. Those upgraded forecasts land after a busy spell of acquisitions, selective disposals and new long term loans. The market seems to be warming to the story, with a roughly mid teens year to date share price return and a...
TSE:9024
TSE:9024Transportation

Seibu Holdings (TSE:9024) Valuation After Retiring 5.47% of Shares in Capital Structure Optimization

Why Seibu Holdings is retiring shares now Seibu Holdings (TSE:9024) has moved from buying back its stock to actually canceling it, with the board approving the retirement of roughly 5.47% of outstanding shares after its latest repurchase program. This shift from simply holding treasury shares to permanently shrinking the share count signals a clearer commitment to capital efficiency, and it nudges each remaining share to represent a slightly larger slice of the company. See our latest...
TSE:2371
TSE:2371Interactive Media and Services

Kakaku.com (TSE:2371): Assessing Valuation After Recent Share Price Pullback

Kakaku.com (TSE:2371) has quietly slipped over the past month, even as its core comparison and review platforms keep delivering double digit revenue and profit growth. That disconnect is where the story gets interesting for investors. See our latest analysis for Kakaku.com. Over the past quarter, Kakaku.com’s share price return of minus 15.21 percent has unwound earlier gains. This has left the one year total shareholder return modestly negative, even as the three year total shareholder...
TSE:2337
TSE:2337Real Estate

Ichigo (TSE:2337): Taking Stock of Valuation After Recent Share Price Strength

Ichigo (TSE:2337) has quietly outperformed the broader Japanese real estate space this year, and that strength is starting to get investor attention, especially given its mix of property and clean energy assets. See our latest analysis for Ichigo. With the share price now at ¥423, Ichigo has logged a solid year to date, with a 6.0 percent 1 month share price return and a 3 year total shareholder return of over 60 percent, suggesting momentum is gradually building. If Ichigo’s mix of real...